CHIEF COMPLIANCE OFFICER

0001951757-24-000749.txt : 20240813 0001951757-24-000749.hdr.sgml : 20240813 20240813170601 ACCESSION NUMBER: 0001951757-24-000749 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240813 DATE AS OF CHANGE: 20240813 EFFECTIVENESS DATE: 20240813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BlackDiamond Wealth Management, LLC CENTRAL INDEX KEY: 0001903059 ORGANIZATION NAME: IRS NUMBER: 821264937 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21663 FILM NUMBER: 241202791 BUSINESS ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: (212) 784-6999 MAIL ADDRESS: STREET 1: 12 EAST 49TH STREET STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: BlackDiamond Wealth Management Inc. DATE OF NAME CHANGE: 20220106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001903059 XXXXXXXX 06-30-2024 06-30-2024 BlackDiamond Wealth Management, LLC

12 EAST 49TH STREET 11TH FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-21663 N SCOTT UNGAR CHIEF COMPLIANCE OFFICER (212) 784-6999 SCOTT UNGAR NEW YORK NY 08-13-2024 0 146 152093504 false INFORMATION TABLE 2 F_13F_BlackDiamond_Q22024.xml ABBVIE INC COM 00287Y109 369399 1940 SH SOLE 0 0 0 1940 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 207849 658 SH SOLE 0 0 0 658 ADOBE INC COM 00724F101 374349 706 SH SOLE 0 0 0 706 ADVANCED MICRO DEVICES INC COM 007903107 285454 2094 SH SOLE 0 0 0 2094 AGF INVTS TR US MARKET NETRL 00110G408 313811 15204 SH SOLE 0 0 0 15204 ALPHABET INC CAP STK CL A 02079K305 1943624 11995 SH SOLE 0 0 0 11995 ALPHABET INC CAP STK CL C 02079K107 960444 5862 SH SOLE 0 0 0 5862 AMAZON COM INC COM 023135106 2062055 12437 SH SOLE 0 0 0 12437 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 1030398 20066 SH SOLE 0 0 0 20066 AMGEN INC COM 031162100 213321 657 SH SOLE 0 0 0 657 AON PLC SHS CL A G0403H108 357345 1093 SH SOLE 0 0 0 1093 APPLE INC COM 037833100 3651927 17120 SH SOLE 0 0 0 17120 APTIV PLC SHS G6095L109 457417 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